Catalyst Capital Advisors’s NiSource NI Stock Holding History

Catalyst Capital Advisors’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-5	Closed	-$2K	–	470
2017 Q3	$2K	Hold	5	–	–	﹤0.01%	424
2017 Q2	$2K	Hold	5	–	–	﹤0.01%	471
2017 Q1	$1K	Buy	+5	New	+$114	﹤0.01%	482
2016 Q2	–	Sell	-300	Closed	-$201K	–	503
2016 Q1	$201K	Hold	300	–	–	0.03%	256
2015 Q4	$97K	Hold	300	–	–	0.01%	319
2015 Q3	$78K	Buy	+300	New	+$5.13K	0.01%	343

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Catalyst Capital Advisors's NI Position: Q1 2025 in Review

Catalyst Capital Advisors sold out of NiSource (NI) in Q1 2025, closing a stake of 1,088 shares — an estimated $40K sold.

Catalyst Capital Advisors first reported a position in NI in Q4 2014 and held it in 14 quarters. The position peaked at $3.55M in Q2 2022. 795 funds tracked by Wall St. Rank hold NI as of Q1 2025.

Catalyst Capital Advisors reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
Catalyst Capital Advisors sold 1,088 NiSource shares in Q1 2025, an estimated $40K.
Catalyst Capital Advisors first reported a position in NiSource in Q4 2014 and held it in 14 quarters.
Catalyst Capital Advisors's NiSource position peaked at $3.55M in Q2 2022.
795 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Catalyst Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.